Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $66.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
944,992
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
598,259
shares
|
$7.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
530,975
shares
|
$6.92 Million
0.06% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
408,655
shares
|
$5.32 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
357,306
shares
|
$4.66 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
279,358
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
178,348
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
157,365
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
125,691
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
114,995
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
108,342
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
99,447
shares
|
$1.3 Million
0.79% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
80,992
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
76,578
shares
|
$997,811
0.0% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
76,515
shares
|
$996,990
0.27% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
64,834
shares
|
$844,787
0.0% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
52,976
shares
|
$690,277
0.29% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
50,023
shares
|
$651,799
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
49,516
shares
|
$645,193
0.08% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,056
shares
|
$626,169
0.34% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
46,745
shares
|
$609,087
0.07% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
42,255
shares
|
$550,582
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
39,737
shares
|
$517,773
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
37,884
shares
|
$493,628
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
36,371
shares
|
$473,914
0.0% of portfolio
|
Q3 2024
Reduced 20.84%
|